DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V732. A total of 185 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $10,368,175 | +13.7% | 444,795 | +17.3% | 0.53% | +14.6% |
Q2 2023 | $9,118,433 | +18.0% | 379,145 | +15.7% | 0.46% | +4.6% |
Q1 2023 | $7,729,100 | +55.9% | 327,643 | +48.4% | 0.44% | +48.3% |
Q4 2022 | $4,958,267 | +529.2% | 220,760 | +472.3% | 0.30% | +543.5% |
Q3 2022 | $788,000 | – | 38,575 | – | 0.05% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Your Advocates Ltd., LLP | 1,091,777 | $25,755,023 | 14.13% |
Kooman & Associates | 664,568 | $15,677,159 | 8.48% |
Wealthstream Advisors, Inc. | 589,073 | $13,896,224 | 8.30% |
Relaxing Retirement Coach | 952,146 | $22,461,083 | 7.48% |
Cravens & Co Advisors, LLC | 338,371 | $7,982,172 | 7.45% |
Advisory Services & Investments, LLC | 310,487 | $7,324,388 | 6.65% |
Oakwell Private Wealth Management, LLC | 579,199 | $13,663,308 | 6.22% |
AWM CAPITAL, LLC | 900,821 | $21,250,372 | 5.98% |
Pinnacle Financial Group, LLC / IL | 407,131 | $9,604,217 | 5.73% |
Hill Investment Group Partners, LLC | 1,189,457 | $28,059,292 | 5.52% |